The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | |||||
| VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | ||||||
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| BATH & BODY WORKS INC | COM | 070830104 | 78,283,647 | 1,857,704 | SH | SOLE | 1,857,704 | 0 | 0 | |||
| BLACKSTONE INC | COM | 09260D107 | 22,998,900 | 310,000 | SH | Put | SOLE | 310,000 | 0 | 0 | ||
| CAPRI HOLDINGS LIMITED | SHS | G1890L107 | 64,258,815 | 1,121,054 | SH | SOLE | 1,121,054 | 0 | 0 | |||
| CARVANA CO | CL A | 146869102 | 4,695,544 | 990,621 | SH | SOLE | 990,621 | 0 | 0 | |||
| CAZOO GROUP LTD | COM | G2007L105 | 1,230,837 | 7,849,724 | SH | SOLE | 7,849,724 | 0 | 0 | |||
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 47,054,340 | 537,150 | SH | SOLE | 537,150 | 0 | 0 | |||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 105,440,849 | 834,448 | SH | SOLE | 834,448 | 0 | 0 | |||
| MEMBERSHIP COLLECTIVE GROUP | COM CL A | 586001109 | 28,030,361 | 7,494,749 | SH | SOLE | 7,494,749 | 0 | 0 | |||
| RH | COM | 74967X103 | 120,235,500 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | |||
| SKILLSOFT CORP | CL A | 83066P200 | 3,423,324 | 2,633,326 | SH | SOLE | 2,633,326 | 0 | 0 | |||